Swaine & Leidel Wealth Services’s Walt Disney DIS Stock Holding History

Swaine & Leidel Wealth Services’s Portfolio DIS Stock Details DIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$957K	Buy	+957	New	+$138K	0.74%	34
2021 Q3	$874K	Buy	+5,171	New	+$922K	0.77%	31
2021 Q1	$957K	Sell	5,186 -12,996	-71%	-$2.4M	0.62%	40
2020 Q4	$3.29M	Buy	18,182 +955	+6%	+$137K	2.39%	23
2020 Q3	$2.14M	Sell	17,227 -298	-2%	-$37.2K	2.08%	27
2020 Q2	$1.95M	Sell	17,525 -11,204	-39%	-$1.24M	1.99%	26
2020 Q1	$2.77M	Buy	28,729 +3,634	+14%	+$459K	2.88%	14
2019 Q4	$3.63M	Buy	+25,095	New	+$3.5M	3.03%	3
2019 Q2	–	Sell	-17,206	Closed	-$1.91M	–	64
2019 Q1	$1.91M	Buy	17,206 +4,360	+34%	+$487K	2.42%	16
2018 Q4	$1.44M	Buy	+12,846	New	+$1.46M	2.29%	24

Other funds holding DIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Swaine & Leidel Wealth Services's DIS Position: Q1 2022 in Review

Swaine & Leidel Wealth Services opened a new position in Walt Disney (DIS) in Q1 2022: 957 shares worth $957K. The stake represents 0.74% of the portfolio and ranks #34 among its holdings. This is a return to the name: Swaine & Leidel Wealth Services previously reported a position in DIS as recently as Q3 2021.

Swaine & Leidel Wealth Services first reported a position in DIS in Q4 2018 and has held it in 10 quarters since. The position peaked at $3.63M in Q4 2019. 3,289 funds tracked by Wall St. Rank hold DIS as of Q1 2022.

Swaine & Leidel Wealth Services held 957 shares of Walt Disney worth $957K as of Q1 2022.
Walt Disney was a new Swaine & Leidel Wealth Services position in Q1 2022.
Walt Disney made up 0.74% of Swaine & Leidel Wealth Services's portfolio in Q1 2022, its #34 holding.
Swaine & Leidel Wealth Services first reported a position in Walt Disney in Q4 2018 and has held it in 10 quarters since.
Swaine & Leidel Wealth Services's Walt Disney position peaked at $3.63M in Q4 2019.
3,289 funds tracked by Wall St. Rank held Walt Disney as of Q1 2022.

Based on Swaine & Leidel Wealth Services's 13F filing for Q1 2022, filed 17 May 2022.